Private Wealth, Sales Service Associate
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Before you apply
Salary$80k – $95k
LocationNew York City, NY
Work modeon-site
Typefull-time
SeniorityEntry
Experience1–3 yrs
DepartmentPrivate Wealth
Company size1,001–5,000 people
PostedAug 7, 2026 · 3mo ago
Verified live7h ago
At a glanceSummarised by Seekless from the posting.
Leverage AI as a tool to drive efficiency
Strong interpersonal skills with proven ability to build effective relationships
High proficiency in Microsoft Excel, Word and PowerPoint
Excellent interpersonal and written communication
Detail oriented
Strong time management and organizational skills
Diplomacy in client interactions
Work independently and in a team environment
Proactive and innovative self-starter
Entrepreneurial mindset with a high level of accountability
Bachelor's degree with 1-3 years of related experience preferred
FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged
Blue Owl is proud to be an Equal Opportunity Employer
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
CRM
About the company
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With $330 billion in assets under management as of September 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with approximately 1,430 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
This role is in office Monday to Friday.
The Role
The Sales Service Associate (SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Market Team to maintain a high level of service, facilitate the needs of our clients, and optimize the Market Team’s effectiveness with reporting and CRM management.
Primary Responsibilities
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Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.
•
Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
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Liaison between operations and sales team streamlining an efficient and best-in-class client experience.
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Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.
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Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
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Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising
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Coordinate investor information to help sales teams maximize product impact.
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Generate ad hoc reports for sales team.
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Maintain data integrity in CRM database.
Qualifications
•
Bachelor’s degree with 1-3 years of related experience preferred.
•
FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.
•
Leverage AI as a tool to drive efficiency.
Skills & Attributes
•
Strong interpersonal skills with proven ability to build effective relationships.
•
High proficiency in Microsoft Excel, Word and PowerPoint.
•
Excellent interpersonal and written communication.
•
Detail oriented.
•
Strong time management and organizational skills.
•
Diplomacy in client interactions.
•
Work independently and in a team environment.
•
Proactive and innovative self-starter.
•
Entrepreneurial mindset with a high level of accountability.
Benefits
It is expected that the base annual salary range for this New York City-based position will be $80,000 to $95,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Legal
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.